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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
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Overview Fund Activity

105 hedge funds and large institutions have $351M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 20 closing their positions.

Holders
105
Holders Change
-8
Holders Change %
-7.08%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
24
Reduced
45
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$19.2M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$7.71M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.55M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.7M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$51.4M
3
AAS
3
Ameritas Advisory Services
Nebraska
$27.2M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Bank of America
5
Bank of America
North Carolina
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFP
101
EnRich Financial Partners
Wisconsin
$4.59K – – –
EW
102
Element Wealth
Mississippi
$4.23K – – –
HFA
103
Hershey Financial Advisers
Pennsylvania
$3.87K +$3.87K +75 New
MHR
104
Matthew Hamilton Rosenberg
$3.24K – – –
Allianz Asset Management
105
Allianz Asset Management
Germany
$1.24K +$1.24K +24 New
PPW
106
Pasadena Private Wealth
California
– -$8.72M -169,338 Closed
SPC
107
Sigma Planning Corp
Michigan
– -$4.09M -79,419 Closed
Goldman Sachs
108
Goldman Sachs
New York
– -$1.92M -37,296 Closed
RVPG
109
Relative Value Partners Group
– -$1.88M -36,621 Closed
SFS
110
Sowell Financial Services
Arkansas
– -$853K -16,562 Closed
ES
111
Eagle Strategies
New York
– -$658K -12,786 Closed
TWP
112
Tyche Wealth Partners
Texas
– -$407K -7,903 Closed
LNC
113
Lincoln National Corp
Pennsylvania
– -$365K -7,090 Closed
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
– -$235K -4,560 Closed
RJFSA
115
Raymond James Financial Services Advisors
Florida
– -$225K -4,366 Closed
EM
116
Excalibur Management
Massachusetts
– -$204K -3,955 Closed
SG
117
StoneX Group
New York
– -$202K -3,927 Closed
PMFA
118
Plante Moran Financial Advisors
Michigan
– -$48.9K -950 Closed
CIA
119
Cape Investment Advisory
Georgia
– -$18.3K -355 Closed
T
120
Tidemark
California
– -$13.3K -259 Closed
IGWM
121
ICA Group Wealth Management
Colorado
– -$12.1K -235 Closed
First Manhattan
122
First Manhattan
New York
– -$5.82K -113 Closed
DJSG
123
D.J. St. Germain
Massachusetts
– -$2.01K -39 Closed
TRCT
124
Tower Research Capital (TRC)
New York
– -$464 -9 Closed
Fidelity Investments
125
Fidelity Investments
Massachusetts
– -$52 -1 Closed
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